1031 Exchange Wealth Summit: Success Strategies & Replacement Properties

Learn how to maximize your wealth through 1031 exchanges and find the best cash flowing replacement properties at our in-person summit!

About this Event

Welcome to the 1031 Exchange Wealth Summit: Success Strategies & Replacement Properties! Join us for a day filled with valuable insights and expert advice on maximizing your wealth through 1031 exchanges. Learn from top industry professionals and network with like-minded individuals at the beautiful westdrift Manhattan Beach, Autograph Collection. Don't miss out on this opportunity to take your investment game to the next level!

The Purpose of This Event

We know the 1031 exchange process can feel overwhelming. There are timelines, rules, and moving parts that make it easy to second-guess your next step. That’s exactly why we created the 1031 Exchange Wealth Summit: Success Strategies and Replacement Properties.

This event is designed for one thing: to help serious investors make smarter, more confident 1031 exchange decisions.

We will demystify the entire process. You’ll hear from the tax strategists, legal experts, and property teams who have helped hundreds of RealWealth members exchange millions in equity—and we’ll show you exactly how they did it.

This event is designed for one thing: to help serious investors make smarter, more confident 1031 exchange decisions.

By the end, you’ll have a clear understanding of:

• Your options
• A game plan for moving forward
• The right contacts to help you execute successfully and without missteps

Whether you’re just beginning to consider a 1031 exchange, preparing to list a property, or currently under contract and searching for replacement properties, this summit offers a full day of education, strategy, and access to vetted teams and investment opportunities. Set yourself up for success and register today!

Bonus Afternoon Session: RealWealth Developments will explain the key differences between a traditional syndication and a fund structure, along with the benefits a fund can offer investors. We’ll also provide an overview of the RWD Multifamily Fund and RWD Single-Family Rental Fund, highlighting how each is positioned to capture today’s market opportunities.

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Is This 1031 Exchange Wealth Summit Right for You?

This event is ideal for investors who:

• Own investment property with significant equity ($100K+)
• Want to defer capital gains taxes through a 1031 exchange
• Are planning or preparing to do a 1031 exchange in the next 18 months
• Are looking for vetted replacement property options in growth markets
• Prefer expert-led guidance over self-research and guesswork

This is not a beginner-level event. It’s intentionally designed for experienced investors who are ready to take action.

What You’ll Gain from Attending

You’ll walk away with:

• A clear understanding of how to structure a 1031 exchange properly
• Tax strategies that protect your equity and long-term wealth
• Case studies from investors who have successfully exchanged through RealWealth
• Sample replacement portfolios from our top-performing market teams
• Direct access to CPAs, attorneys, 1031 exchange intermediaries, lenders, and property teams
• A clear set of next steps tailored to your investment goals

This event is not about theory—it’s about helping you make decisions and move forward.

What Makes This Event Different

This is not a sales presentation disguised as a seminar. It’s a tightly focused, high-value experience for investors who are ready to move.

It’s a strategic, in-person experience built around relationships and results—not hype.

• Exclusive, qualified audience: Limited to 100 serious investors only
• High-caliber content: Led by CPAs, QIs, attorneys, and active investors
• Real-world application: See exactly how to reposition equity into cash-flowing, tax-efficient portfolios
• Action-oriented format: Designed to equip you with everything needed to execute with confidence

Agenda


🕑: 08:30 AM - 09:00 AM
Check-In & Networking

🕑: 09:00 AM - 09:10 AM
Welcome & Opening Remarks
Host: Kathy Fettke

🕑: 09:10 AM - 09:40 AM
Tax Strategies for Savvy Swaps
Host: Hall CPA

🕑: 09:40 AM - 10:10 AM
1031 Exchange 101
Host: Asset Preservation Inc

🕑: 10:10 AM - 10:30 AM
Break & Networking

🕑: 10:00 AM - 11:00 AM
Member Testimonials: Real Stories, Real Exchanges
Host: Leah Collich + Real Members

Info: Hear from real investors who have increased their passive income and cash flow by using the powerful 1031 exchange.

🕑: 11:00 AM - 12:00 PM
Replacement Portfolio Property Showcase
Host: Leah Collich + Teams

Info: View available properties in three of the top RealWealth markets: Dallas, Alabama, San Antonio. If you're looking for replacement property for your 1031 exchange, this is not to be missed!

🕑: 12:00 PM - 12:20 PM
Expert Panel Discussion and Q&A

🕑: 12:20 PM - 01:30 PM
1-on-1 Expo Conversations + Hors d’oeuvres

Info: Attend 1-on-1 Expo Conversations with Property Teams, Advisors, and RealWealth Coaches. Complimentary hors d’oeuvres will be served.

🕑: 01:30 PM - 03:00 PM
Bonus Presentation: Real Estate Funds
Host: Paul DiVincenzo

Info: Bonus special presentation from RealWealth Developments about single and multi-family real estate funds.

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